ago announced they are going to bring a key feature of home to ios. that is fairly big deal in tech. and you can see facebook is up 26 cents, almost a percent to 26.78. michelle caruso can blare rooe is here with "the halftime." welcome to "the halftime report." four houring until the close. here's where we stand. if you are long, we have not made up all yesterday's losses but are going a good job of it. industrials higher at 14,730. s&p 500 and the nasdaq higher by more than 1%, 1569 for the s&p. all right, here's what we are following on "the halftime." where's the bottom for gold? is it redone? it's rebounding today after suffering the worst one-day drop in 30 years. the top commodities tell you gold's next stop. then marissa's mojo.

yahoo! is up 53% since she took the lead. is the stock still a buy ahead of tonight's earnings? we have a top fund manager to stake out his position. first, the top story, the rebound of stocks higher today after suffering the worst percentage drop of 2013. yesterday. will today's strong numbers continue to fuel this rally? we are getting answering and the action from joe, steven wise, mike murphy and josh brown. joe, what are you doing in the market today? >> well, first of all, it's important to highlight that the confidence of investors given the sell-off in the commodity space yesterday is clearly shaken. what am i doing coming in 100% net long exposure on friday. i hedged out through many s&p futures down to 70%. yesterday covered it right around here in the middle of the day. today i am using the strength that we are seeing as an opportunity to reduce actual equity holdings and bring that exposure back down to 70%.

i think we've got a strong day, a positive trend-type of day, but the upside here in the s&p i think is limited to maybe another four or five handles. >> so josh brown is using this opportunity to sell a little bit. washington would you do the same? >> this could be a 3% or a 10%. i couldn't tell you. what i can say is seasonally it makes a lot of sense. the last three years in a row we ran into april earnings season with a full head of steam and pretty disappointed. it is important to note that the economic data has been universally to the downside this entire month. so i would say keep your favorite names, the ones acting the best, save some dry powder. odds are you'll have really good opportunities in sectors underperformed for a long time. we have little tech exposure, for example, but i would love for tech to continue to act weak. that's the place i would be hunting but not quite ready yet to see we have seen the whole run of what this correction is going to be. >> slim shady, dry powder or putting it to work yesterday?

>> this time yesterday i was concerned as i have been in a long time. i thought the market could pick up on the heels of gold. however, the s&p is sitting right under 1570. i think yesterday never happened, you can get back to picking quality names you like knowing you have the fed there backing you. >> that would be consistent with the performance throughout the first quarter. generally we see one of these scares, wise, what do you think. >> could be. i cut back my exposure, i added some j&j when it was downgraded for evaluation, which i thought was a ridiculous call because they are in the evolution of the new ceo, relatively new. i bought more citibank. i don't feel compelled to go into the market. i have, if it's possible, increasing concerns about china. that took the market down initially yesterday. and we haven't even recovered

the reaction low from what happened in boston. so not a very impressive form stay, but i'm looking for short iron-ore stocks with the pressure continuing to be. the commodities continue to be in pressure. despite what may be a bounce in gold, i would not go there again. >> consistent with concerns on the situation in china. we'll talk more about gold. it all seemed to start about whether cyprus is forced to gold in order to pay back part of its bailout. what we have discovered in the last 24 hours as the gold council put out data on who is selling and who is not, there's a huge debate in cyprus. the president wants to sell, the president of the central bank doesn't want to sell. it is unclear if they will sell any gold because this is an issue of central bank independence with almost nothing to do with the gold market. does that impact your thoughts at all? >> let me take this conversation from the macro and more from the portfolio standpoint. i talked to investors all over the country every single day.

i'm surprised, you never hear people complain that a life insurance policy policy didn't work out. they didn't get paid on it. this is the kind of thing that if you held it at 5% of the holdings or 7% that was your insurance policy that something would go wrong with the global financial system and you would have this asset that's untethered to banks or whatever the case may be. but the fact that the world didn't blow up and your gold trade didn't work out, i can't understand why that is so vexing to people. the only thing i can think of is the most vocal gold people have a lot at stake reputation-wise. quite frankly, gold is not that much of a katcatastrophe for th that own it. >> a loot of those trading gold, what happens when you have a sell-off in a 24-hour period or 48-hour period, you get margin selling and this morning the cboe raised the margin requirements. that gives you the -- >> it's more costly. >> yeah. and it can feed on itself. the fact that it's bouncing today, it looks like a decent

bounce. whether it holds it or not, i don't know. but i thought you could see more selling today. >> in the greatest concentrations of gold in the world, india. this boosts demand in the country. that's the world's biggest consumer of the precious metal. seema moody is here with what she says. >> historically any price the gold drops 100 bucks, india will become a fire. some of the top gold retailers in india have confirmed they are seeing an uptick in command as consumers take advantage of lower gold prices and kickoff wedding season buying ahead of schedule. now, according to the world gold council indian consumer demand, which includes gold jewelry and bars, they declined 12% in 2011 to 2012 to 864 tons. but with the drop in consumption, india is the top consumer of gold in the world. keep in mind in india gold is not just seen as a safehaven asset or hedge on inflation, it plays a significant role in the

indian culture. always seen at weddings and festivals, many times referred to as auspicious and lucky. now, there's als strong correlation between india's gdp and gold futures as india's growth increased from 2009 to 2011. gold futures also increased as not only consumers put more disposable income towards buying gold but the central bank of india also making a significant purchase in 2010 upping its current holding to 558 tons. more than half of what china's central bank currently has. michelle, back over to you. >> a lot of great detail in there. thank you so much. we'll welcome tyler broda, a mining analyst. tyler, the last 24 hours unbelievable, have we hit bottom in gold? where is it? >> right now there's a lot of volatility picking up that will linger with the market over the next, i think, probably 6 to 12 months. this is 9%, the biggest move we have seen since the early 1980s.

i think it is very hard right now to judge exactly where we are going to trace out. i think that the move today, the rebound thus far, i mean, the gold prices fell 15% since the highest on friday. the move so far is a weak rebound in all honesty. i think there's probability in our view in terms of fundamentals with the level of disinvestment we are seeing is much lower than where we are. >> tyler, one of the things we are hearing from gold bowles right now is the physical metal is unaffected and all we are seeing is fluxuation in the price of paper gold. is that a real argument or someone just trying to find a silver lining? >> i think, unfortunately, it is a bit of an argument towards looking for a silver lining. i think that, you know, through a big bear phase in the gold market, a lot of the arguments gold bowles has is valid going

forward. the risks are really tough globally increasing evermore, but i think right now investors have taken a view, especially after the cyprus bailout tape lack of response from gold, especially after the liquidity from the japanese market and japanese central bank and lack of response from gold that investors are now sort of getting to a point where they are not looking at gold in the same way they did three to six months ago. in terms of the physical paper debate, in the end, if this paper gold ends up settling out with no netting off the contracts, it will impact the physical market over time. >> tyler, isn't the so-called leakage between gold inflation, that doesn't really hold up. if you look at a short-term chart, relatively short-term since the '70s or go back 100 years, you see that's not complete completely factual, number one. number two, japan's inflation is 2%. that's hardly inflation.

there's really no hook here with inflation coming down around the world, and what i con tend is a mythical correlation between inflation. >> yeah, i agree with that. i think the better correlation comes in a period where real interest rates are falling, tends to be the time when gold does well. in the 1970s that was because the inflation was rising, so that's what helped to lead that bull market in the late '70s. i think that when you get to it right now we've had 250 billion dollars of new investment to gold over the last few years, and i think we'll get a pickup in the velocity of money when we deal with the proper recovery when we get the upper gaps closed. we'll have a chance for real interest rates to fall. in the near term with the way the u.s. is recovering slowly but surely with the debate, with the debate around the fed pulling up qe, i think that gold can come to more pressure. >> tyler, thank you for joining

us. we'll trade this. are you buying these arguments? >> gold is going down. it is a horrible bounce that we are seeing today, number one. second of all -- >> horrible in that it is super weak and not impressive. okay. >> super weak. a lot of the reasons cited -- goldman was already falling off a cliff before these concerns with cyprus were presented. secondarily, what are they selling, 400 million euros? >> the idea was that perhaps all central banks would do this -- >> but they can't. the europeans have an agreement in place until september of 2014 that limits the amount of gold they are actually going to sell. >> right. >> in addition to that, if cyprus was really going to sell the gold, they would sell the gold. you have to think on the other side of that that there's not a central bank that's stepping forward to say, okay, we are going to be the large bid in the gold market. we will be a willing buyer. the only central bank that's come out today to say they want to see an opportunity is sri lanka. >> correct. >> the mining stocks are much more vexing. if you have -- >> they are not vexing at all

because they won't make money. gold is at 1300. >> i'm saying if you want to play a gold bounce, if you are a short-term trader or investor, you have to decide. the miners are due for a huge bounce, but if you are an investor -- >> that's huge collapse because they won't make any money. >> all i'm saying is understand what kind of investor you are before trying to get involved with either gold or miners. >> we have breaking news. julia is standing by with breaking news on facebook. >> that's right, michelle. facebook cto is speaking out at an all-things digital event announcing they are working on a new version of the facebook ios app to bring the new features of the home app called chatheads to ios. recently they unveiled facebook home, a new google app built into the operating system, so that's really designed to help android users access facebook and use facebook in a whole new way. home is not available on ios

yet, but the announcement today will bring one of the primary features of home to apple ios users called chatheads. they do say they are working with apple to bring a full version of home to apple devices. so more work for facebook in the mobile space, but they are clearly pushing to make home available to many more people. michelle, back over to you. >> can i boil this down simply, if i have this phone with this particular software, i can do the equivalent of facetime, that's the idea? >> well, no. there's a new system called facebook home. if you have a certain android phones, htc phones or samsung phones down the line, you can download facebook home. a new type of app integrated into android software to take over the home page of your phone. when you open your phone and see all your apps, you see their friends and photos. one of the main features of home is called chatheads. basically it will allow you to chat with your friends and a little picture of their head pops up and you can chat with

them, but not just in one chat app, but you can basically chat with your friends on facebook. go to buy some movie tickets and continue chatting with your friends. it will allow the chat experience to move across all of the apps in your phone no matter what you're doing. this is obviously a really cool way to continue interacting with your friends, even if you are not really doing anything social in that moment. and that is the service that they're going to be bringing over to the apple ios app shortly. >> that means i have to have my makeup on all the time. i don't like it. slim shady, we are going to trade this, julia. >> it is just a picture, michelle. you don't have to be face timing. >> got it. >> she did a great job explaining it. this app could be phenomenal as i discussed a week ago with a heated debate on this. this is huge news for facebook that apple users can use the home page on their apple phones. stock goes higher. next on "the halftime

report," i think i understood all the words in that segment but i'm not sure. intel ticking higher ahead of the earnings report. after the close, should you be a buyer until their numbers come out? two of the traders go head-to-head in a heated debate. that's redun want transcendent. all the debates are heated. a slew of tech earnings, the top fund manager gives you the stocks to sell ahead of the numbers. we'll be right back, if. a hert, you can rent a car without a reservation... and without a line. now that's a fast car. it's just another way you'll be traveling at the speed of hertz. ♪ there'll be the usual presentations on research. and development. some new members of the team will be introduced. the chairman emeritus will distribute his usual wisdom. and you? well, you're the chief life officer.

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welcome back to "the halftime report." i'm josh lipton. goldman sachs reports and beats analyst expectations, so why the selling today? i spoke to jeff hart. he says the stock enjoyed a nice run, two, elevated expectations heading into the report. three, the beat was equity driven. they don't get a lot of credit hard to sustain. he's hold on to goldman to get more bullish and would need to see a significant increase in the forward return on equity. expectations, goldman right now down 1.4%. michelle, over to you. mr. new world, you sold your goldman position this morning after holding it -- >> i have had it for quite some time. everything jeff hart cited i agree with the reasons, but the trade revenue was lighter than i expected. i don't have a hold on goldman. my view of goldman is to be a buyer on the buyer of dips i'm outright right now. if it gets between 130 and 135, i'm back again.

>> thank you, joe. we'll talk tech now. intel getting set to report earnings after the closing bell. with less than four hours to trade the name, ahead of the numbers, should you be a buyer? mike murphy is the bull. josh brown is the bear. 1:30 on the clock. what's the bull case? >> so much negativity is priced into intel. the stock down at 21 with a strong balance sheet, trading ten times earnings, i think that the negativity's priced in, so any sort of spice or announcement regarding a new ceo could move this to the up side. >> evaluation alone is never a catalyst. intel has been cheap for eight years now. this is an imploding market. first quarter pc sales were down 14%. it's almost the business that's disappearing. >> but it's not a pc-driven argument. >> though, it is. i know they would like to be a wider company, but it's not. >> they are shifting into tvs and cloud. >> intel is to tv as the octopus is to pluto.

i want to lay this out for you. the last every single time they have reported going back to july of 2011, if you take an average, they have beaten the street by 10%. the problem is if you -- >> i have to jump in. >> we found the average of 4%, it was not a great stock to own to earnings. >> intel into moving into television and into the cloud. intel is moving into the buyer list. >> call me in ten years when one of the initiatives, which are ambitious -- >> if you can buy a stock as we december ki discussed before the major pullback in the market -- if the stock is going to move higher -- >> i'm looking for a correction, not the stock that gets hurt the least. >> one since the announcement of the new ceo, the stock could rally at least 20% of that news. >> who do you think won? >> i don't like the stock. the 4% yield means nothing to me if the stock goes down a buck when you are down 1% in the

holding. if you have waiting a whole year nor the yield to pay you, they are getting into smart phones, but it is a pure commodity chip. ten times for a commodity company is plenty full of value. >> i know they would like to be in wireless, but -- >> josh, thanks for the backup, but i was coming in as the judge. >> octopus? that's a pretty -- i haven't heard that one. >> intel is getting into tv -- how do you get into tv? >> do the research. >> tell us who you think won the debate? tell us @cnbcfastmoney using the #bull or #bear. the results will be at the end of the show. we'll dig deeper into those with skill in the game. daren is the fort folio manager of the jacob internet fund including yahoo! google and apple. i think yahoo! is your biggest, right? are you convinced marissa has

enough tricks in her bag to keep the rally going? >> that's a good question. we have been trimming the name. we have been patient investors. it is still one of the top positions if not the top position, but we have been patient investors. obviously, the stock as you mentioned earlier in the program is up about 50% from the time that marissa took over. so we believe that even though expectations are relatively modest, that there's the potential yahoo! will have a ho-hum quarter. >> why? >> they have done that the last few quarters. the reason the stock is up is very little to do with what marissa has done to core yahoo!. it is largely done to investment as a nation. >> did you sell as a profit or you said, we are finally back to even, let's unload some of this? >> we have had the name for a very long time. so i am -- >> it sounds like back to even.

>> closer back to even, but we bought more when yahoo! was in the teens. so again, it was a -- the most recent buys have been very profitable. >> what would you expect her to do? what do you -- rather than sitting there and hoping and praying she's going to do something as an analyst, what should you do? >> i think one of the things they bring to the table is the neutrality. in that they don't have a skin in the game with, again, you mentioned the facebook platform and their phone product. google, apple, amazon, they all have hardware and a platform whereas yahoo! can bring some neutrality and content to each of these different players. there's been talk about yahoo! doing further deals with apple, for instance, do you really think apple is going to continue to promote google search on their products? in the intermediate future? >> what's google's market share?

>> term in terms of -- >> search. do you have suspicions about what the survivability or total impact will be? or are you going to promote the world leader by a wide margin? >> it is about expectations. yahoo! is trading even with the 50% rise about four times better than last year. marginal improvements in their business will lead to a pretty dramatic rise in earnings. and that will lead to an increase in multiple. >> daren, over the last couple of years, anyone investing in technology looked at the cycle to say smart phones, tablets, we see the acceleration and momentum, do you see that now slowing? is it basically the later innings, you have margins contracting and pricing points lower in the face of all this competition? >> well, in that space what i worry about is a little bit of the economic model, the subsidy model. you are seeing a little bit what what's happening with t-mobile. and that could come under

pressure. and that means a big deal for companies like apple and google. there's obviously a huge number of people, we are still probably in the third and fourth there in terms of internationally people adopting the smart phones and tablets, but it certainly will be a more cut-throat market in the next few years. >> is the chinese ipo priced into the stock already or not yet? >> oh, yeah. >> fully? >> i would say for the most part. i would say 80%, to 90%. i think you're looking at about $4 billion in revenue. you're at 70% revenue growth. right now if you look at yahoo!'s market cap versus their investment in yahoo! japan and alibaba, you have to see the yahoo! core business start to improve. i think you are going to start seeing it. marissa has done smart yet modest initiatives to lead to small incremental improvements. >> another large holding, google, how do you feel ahead of the performance and the

quarters? >> google is obviously a different ball game. expectations are going to be higher. but i think they are going to do well. incrementally they continue to gain share, and they have been able to, with their enhanced campaigns, this is a new program they have that will simplify them buying words on the desk top and mobile. and it will be a driver of growth for the foreseeable future. and i have been really impressed with what they have done with android. it was something i didn't necessarily foresee a year ago, perhaps the strength of that platform. >> okay, cool. darin, thank you so much for joining us. >> thank you. >> guys, want to trade this amid the convincing, compelling arguments? >> i think the one name that stands out in talking about the ability to grow the smart phone and the tablet trade beyond the u.s. into the emerging market is sandisk. despite what we are seeing with apple, i would stay with that name going forward.

>> murphy, real quick. >> facebook is a great opportunity. do you like home for facebook? >> we do. facebook, i don't know what we can discuss, but this is a recent addition of mine. >> we'll talk more about that next time we have you. coming up from tech to staples to retail, all the big movers on the street covered in the top three trades coming up. plus, reality on crude. oil continues to slide falling 6% over the past week. we'll head to the futures pit to see how the smart money is bidding on oil's next move. we'll be right back.

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welcome back to "the halftime report. "here are halftime's top first three trades. target, the stock lower after the retailer said they would miss expectations, stock lower by 2/3 a percent. what do you think? >> you think payroll tax and all that, but that was not the case. what it was mostly according to the company, we have heard this consistently, was weather.

weather wreaked havoc in terms of their sales, so it was too cold and people weren't buyingful we'll see that dissipate and it will be back to normal. i still like the retailers here. >> next up, j&jn the green after better than expected earnings because of newer medications. >> i've been in the stock for a long time. i remember jpmorgan downgraded under evaluation. i thought it was a weak call. this is a company now firing on all cylinders after a lot of missteps over the years. today what you're seeing is all of that working at once, specifically drugs, quite frankly i think they can raise the dividend as well. there's almost nothing not to like here in terms of growth rate evaluation, et cetera. >> take that jpmorgan. finally, coca-cola shares jumping after topping and bottoming the line. >> coke is up 5% today on a good

quarter, not a great quarter. you can find weakness in china and currency head winds there. this is one of the names that you can't fight the trend on. right now coke -- people want to be in names like coke. people are bidding this up after what was a decent quarter. so i think if you're in coke right now, stay with it because it is still working. >> all right. crude oil, it has gotten crushed. down another percent today for a 5% decline this year. we'll get more from mandy drury at the futures now desk. >> you're absolutely right. this is why this could be trouble for equities. while stocks and crude do tend to rise together, right? crude has been dropping pretty sharply, even as stocks have stayed put. we'll bring this down to the imx, what do you think crude oil is telling us and should it make stock investors nervous, or is this a good thing for the global economy? >> mandy, i think what we are seeing is a good thing for the global economy. we have gotten a breakaway of stocks versus crude oil and the focus on the fundamentals of

crude oil. it is a well supplied market where 30 million barrels at this time in last year in curbing, china has slowed down considerably in importing. here in the u.s. we have a lot of crude, but no demand for the products whatsoever. that's the reason crude has been lower. >> there's an interesting question out there, and that is that the bargain hunters who seem to be getting into the gold today after a big drop yesterday, why isn't oil seeing a similar bounce? >> well, the gold bounce, remember that the move in gold was a little bit more violent than the move in crude, despite that move was volatile, too. one of the key elements of gold's move lower is that we are thinking many of the global essential banks would have a margin call and they would be selling it. it is nice to see someone buying it as well. that's why gold has bounced higher. >> do you think it will keep bouncing, jim? >> the broad, fundamental picture favors gold, but there's a lot of gold positions to work through before i'm going to be

comfortable buying it at this point in time. maybe for a short-term bounce higher, but i'm talking for investors and keeping it a long time. i think it will bounce a little bit, but i think perhaps it gets crushed later on then. >> maybe just a short-term trade. okay, that's jim and gris. what do you think out there as stocks and commodities, what's the better buy? stick around online. at 1:00 p.m. it will kickoff. we have doug kass and peter schiff going head to head in a bullion brawl. >> a shiny piece of metal around my neck, i would never complain, mandy. >> me neither. >> next on "the half," a lot of movers and shakers in today's rebound. we are calling out the names and telling you the next stop in pops and drops. and we'll talk about the rally in stocks, can it hold?

erin gibbs will give us her take on the key drive. all that and more when we return. ♪ [ cows moo ] [ sizzling ] more rain... [ thunder rumbles ] ♪ [ male announcer ] when the world moves... futures move first. learn futures from experienced pros with dedicated chats and daily live webinars. and trade with papermoney to test-drive the market. ♪ all on thinkorswim.

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welcome back to "the halftime report." session highs for the dow industrial average, we are trying to make up for what we lost yesterday. and the s&p is up to 1569. strongerings helping to drive the markets higher after yesterday's sell-off, but can earnings keep the rally going? joining us is erin gibbs at s&p capital. she receives 12 billion in asse assets, that's a lot. welcome. >> thank you. >> your market is up for the

entire year, so do you call it a day, go home? what about the rest of the year? >> like you mentioned earlier, this looks to be possibly the fourth year we get the pull-backs in q2 and q3. we are looking for pull-backs at this point. >> that's what you are expecting. right now we are in q2, so yesterday fits right into your thesis. >> exactly. we are looking very closely at q1 earnings. already we are seeing, it is early in the season, but estimates are going back up. we are really watching how q1 shapes up to see if there are any estimates going up and if we need to revise the s&p estimate for the year. >> okay. you would have to see what to do what, do you think? >> if we get to looking more like 4% or 5% growth for q1 and we don't see the analysts just play around with where the earnings are, we see earnings grow for the s&p up now 7.5%. we are looking for 8%, 9%, even 10% for the year.

absolutely we revise the s&p estimate. >> one of the sectors at the top that you think could do that and the worst? >> financials just went from less than 1% growth to about 5% growth for q1. so they are looking very positive. that's something we are still very positive on within the financials. we still think there are buying opportunities there within that sector. >> erin, within the last couple of days we have had suggestions to rotate out of the sectors that have been working year to date rotate into the ones that have not, do you buy into that? >> yes. in fact, one of the things that was positive at the beginning of the year was consumer discretionary. it was a phenomenal first quarter, but it's definitely much more challenging to find those opportunities. we were also looking at financials and though we still see that trade and we still see -- >> don't you have to put on a hazmat suit to buy the

materials. evaluation is dropping but values are dropping faster? how do you do that trade in real life, slowly? >> with materials there are, for the most part, absolutely, those that we want to avoid, but there are a few companies we like. like rio tinto, if the stock goes down to $100, the company is still under valued. you would have to see a massive decline in china. there are opportunities, but no, as a sector, we are not looking for materials. >> erin, any time you have sold in the last couple of weeks, it is looking to move into the losers. it doesn't work, the winners keep working. i have been on that trade as well. any thoughts just sticking with the winners or what's working is the right way to play the market and we don't have the major second or third quarter pull-backs? >> absolutely. we are still very much bottom-up investors. and so any of those high-quality companies, you still want to keep them. just because they are overvalued, you don't need to

add to your position. it is not necessarily triggering sales, but you don't have to completely keep on adding into them. >> i'm just curious, on what basis would rio tinto be under valued if iron ore goes down to 100? the whole iron-ore complex right now, the analysts are still up there way high, way above 100 in their estimates, so you have to believe that most of that in the stock price, rio tinto keeps coming out with negative news, so how are you valuing it with sensitivity to iron-ore with regard to rio tinto. >> we have to go down to 200 dollars for it to be an evaluation. i'm trading 3 dollars above the evaluation for now, so that's basically where it is trading now, $100 would push it down to being fairly valued at the moment. >> all right. erin, thank you so much for coming in. we really appreciate it. >> thank you. >> coming up on "the halftime

report," any particular trades there? >> sure. we heard about the housing situation and the credit situation today being much more significant than the bubble that burst in the u.s. and that's going to go right at iron-ore, particularly with the overprotection of steel. so i still say short iron-ore. >> we have to get to pops and drops in midday trading. jcpenney today topping 5%. downtown josh brown. >> it's bullish development. not only have they tapped their credit line but looking for someone to give them a loan based on their real estate. this should work out really well. >> tell me what you really think. >> it is usually really bullish. >> okay. hca holdings. >> hca preannounced the quarter, admissions were soft on the heels of hma. i tried to trade hca, got out quickly, it didn't work. what it's good for, if usage is down, it is for the managed care stock. they should have a good quarter on the heels of the bad news from the hospitals.

>> international pop in international paper of 4%. >> one of the analysts say this is a name where you have a prevailing bull trend. yesterday was your opportunity to get in. this is a name i actually like. >> whirlpool topping 2%. slim shady. >> they are raising their dividend by 25%. and the reason being they are in a strong cash position, positive news for this company. huge housing number this morning, although home builders is selling off on it. whirlpool will definitely be able to move higher on this news, in my opinion. >> a lot of washing machines. today on big data download, let's ma